Blog

Federal budget overview, low interest rates at what cost and Eric’s video market update.

Eric discusses US interest rate expectations, heightened political tension and its impact on the markets.

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Vito discusses global equity markets taking a breather, rate cuts and market valuations.

Vito’s market update, interest rate cut expectations and the Taylor Swift effect

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.